Top Story
How do self-employed advisers remove incentive conflicts?
Week in Brief: Questions raised over self-employed advisers and large firms warn they could flee independent Scotland.
Top Story
FCA gives in on RMAR demands after adviser outcry
Advisers will report on an annual basis rather than six-monthly and charging reporting will be simplified.
Top Story
Openwork AR: ‘Restricted’ choice no detriment to clients
Friday Interview: Moneysprite’s Jody Sturman has yet to meet a client who could not be served by panel.
In Focus
Latest news
Franklin Templeton seeks London listing for Romanian trust
Fondul Proprietatea is set for listing on London Stock Exchange in bid to expand investor base.
L&G to shut Global Macro Themes fund
Manager Ben Gill to leave as fund set to close in April.
RLAM’s Cholwill outlines political risk concerns
Housebuilders, banks and energy companies all volatile sectors with 2015 elections looming.
FCA gives in on RMAR demands after adviser outcry
Advisers will report on an annual basis rather than six-monthly and charging reporting will be simplified.
FSCS to begin Catalyst/ARM compensation process
Investors based in the UK and Malta will be compensated for losses incurred in life settlements fund.
Draghi warns Ukraine crisis could become ‘substantial’
Central bank maintains current policy and projects positive GDP growth and inflation for Europe. But Draghi warns of potential threat from Ukraine.
Analysis & opinion
Sesame: Riding out the storm
A steady stream of reports have surfaced putting the network’s future into question.
Should others leave Sesame, the network may have to deal with an additional loss of revenue on top of the other regulatory costs it has endured
Someone needs to step up to advise Mr & Mrs Average
A few years back I wondered how many people in the UK really needed financial advice.
Beware the panacea of pension allowance protection
The cut in lifetime allowance is creating a commotion, but some important facts are being drown out.
Where will Woodford sit in a new cost-cutting world?
There is much speculation about Neil Woodford’s new fund, including pricing.
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Funds & data
| Fund And Share Class | 1 Year |
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| Fund And Share Class | 1 Year |
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All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.
Money Management Fund Statistics
Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.
Track the latest regulation changes affecting your business...
Shake-up of workplace pensions
Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.
Rules for advisers accepting provider’s cash
Financial Conduct Authority explains what kind of payments advisers can accept from providers.
Permitted cash rebates to retail clients
The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.
Adviser Guides
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Guide to Mixed Investments and Balanced Managed
For many years the Investment Management Association sought to classify funds using definitions of risk.
50min
Guide to Making the Most of Isas
An Individual Savings Account (Isa) is a type of financial product available to tax residents of the UK.
1hr
Guide to Cash Flow Modelling
Cash flow modelling in its simplest form is a process of measuring a client’s wealth by assessing their income and outgoings.
40min
Guide to Family Protection
Most families would have to cut costs to survive in the event of the main breadwinner falling ill or dying prematurely.
1hrMore news
- Pensions
- Alarm raised on fresh drawdown unlocking threat
- NI should be replaced by guaranteed pension pot
- ‘Fear of Fos may hinder specialist care advice’
- Investments
- Franklin Templeton seeks London listing for Romanian trust
- L&G to shut Global Macro Themes fund
- RLAM’s Cholwill outlines political risk concerns
- Mortgages
- Average house prices for FTBs rise 16% to £155,832
- London leads national rise in average house prices,...
- Housing supply slowly picking up pace: Hometrack
- Your Industry
- Alliance Trust latest to make plans for Scotland exit
- Openwork AR: Full advice prevents client poaching
- Schools teach lesson in finance
